ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $703,406 | -9.9% | 48,112 | +13.4% | 0.04% | -12.2% |
| Q2 2023 | $780,695 | -3.6% | 42,429 | +3.7% | 0.04% | -10.9% |
| Q1 2023 | $809,667 | -3.0% | 40,934 | -2.7% | 0.05% | -11.5% |
| Q4 2022 | $834,981 | +6.6% | 42,065 | +2.6% | 0.05% | -13.3% |
| Q3 2022 | $783,000 | +0.5% | 40,992 | +0.3% | 0.06% | -13.0% |
| Q2 2022 | $779,000 | -8.1% | 40,884 | +3.8% | 0.07% | +7.8% |
| Q1 2022 | $848,000 | +2.3% | 39,391 | +0.7% | 0.06% | +4.9% |
| Q4 2021 | $829,000 | -13.8% | 39,136 | -12.0% | 0.06% | -21.8% |
| Q3 2021 | $962,000 | -29.4% | 44,454 | -23.5% | 0.08% | -9.3% |
| Q2 2021 | $1,363,000 | +27.0% | 58,081 | +31.5% | 0.09% | +11.7% |
| Q1 2021 | $1,073,000 | -37.3% | 44,157 | -27.1% | 0.08% | -45.8% |
| Q4 2020 | $1,711,000 | +69.9% | 60,584 | +11.3% | 0.14% | +40.6% |
| Q3 2020 | $1,007,000 | +118.4% | 54,452 | +47.7% | 0.10% | +60.3% |
| Q2 2020 | $461,000 | +37.6% | 36,859 | +5.1% | 0.06% | +31.2% |
| Q1 2020 | $335,000 | +1422.7% | 35,077 | +1429.1% | 0.05% | +700.0% |
| Q1 2018 | $22,000 | +37.5% | 2,294 | +38.4% | 0.01% | +50.0% |
| Q4 2017 | $16,000 | – | 1,657 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 1,325,279 | $24,385,141 | 8.90% |
| Total Wealth Planning, LLC | 1,052,301 | $19,362,337 | 4.03% |
| ELEMENT POINTE ADVISORS, LLC | 797,982 | $14,682,865 | 3.78% |
| TOBIAS FINANCIAL ADVISORS, INC. | 638,501 | $11,748,422 | 3.17% |
| Stelac Advisory Services LLC | 284,769 | $5,246,824 | 2.34% |
| BBJS FINANCIAL ADVISORS, LLC | 304,522 | $5,603,204 | 2.24% |
| BOURGEON CAPITAL MANAGEMENT LLC | 488,311 | $8,984,923 | 2.10% |
| PENOBSCOT WEALTH MANAGEMENT | 149,873 | $2,759 | 2.02% |
| First Affirmative Financial Network | 100,097 | $1,841,779 | 1.84% |
| LFA - Lugano Financial Advisors SA | 146,810 | $2,701,304 | 1.80% |